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Client Management
Learn how to add and manage your clients
Clients Overview
Full Guide to CRM & Client Management
Removing a Client
How To Merge Duplicate Clients
Add or Attach Documents to your Client/Patient Profile
Preparing Your Client List For Importing Into Yocale
How To View Client Appointment History
How to Enable or Disable Client Reviews
What are client alerts, and how can I set it up?
Clients Can Book Appointments in their Time Zone and Preferred Language